Mindy Wen
Personal Banker @TD
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WORK HISTORY
Personal Banker @TD
Deliver tailored mortgage and lending solutions, including pre-approvals, HELOCs, and refinancing strategies - Conduct comprehensive financial assessments to match clients with optimal credit products and structure repayment plans - Act as a referral engine, connecting clients to Mortgage Specialists, Financial Planners, and Small Business Advisors - Ensure end-to-end accuracy and compliance in loan applications, documentation, and credit analysis - Maintain strong pipeline management using Salesforce and internal banking tools, ensuring follow-ups and conversion tracking - Provide bilingual service in English and Mandarin, enhancing the client experience and fostering long-term relationships - Exceed quarterly and annually performance metrics in lending volume, referral conversions, and client satisfaction scores
EDUCATION
Swiss Hotel Management School
PGD Diploma, Hospitality Management
ABOUT MINDY WEN
Personal Banker
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